Why Process Is Critical to Client Communications

In the first year, communication with a new client comes easily. You need data and time to deliver a plan that fits and there are many face-to-face meetings that help you build trust.

Over time the value of these meetings begins to diminish. That’s when questions about how to effectively communicate with the client arise—How often should you reach out? Is there a process to follow? Are you reinforcing your value, or being a bother?

On this episode of Elementality, Reese and Chad look into the cadence and methods advisors use to communicate with their clients. There’s a need to become more proactive with “asynchronous” communication—email, text, or direct messages—as the relationship develops. If you are unsure what to do, Reese and Chad offer a plan on how to deliver messages consistently, while also continuing to build client trust.

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